See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,429 | $42,894-64.0% | $60,874-74.7% | $68,494-77.5% |
| Participation rate | 97.1% | 66.8%+30.4pp | 73.1%+24.0pp | 67.9%+29.3pp |
| Annual return | -21.18% | -13.98%-7.2pp | 16.90%-38.1pp | -7.84%-13.3pp |
| Employer contribution / active EE | $2,302 | $1,978+16.4% | $2,701-14.8% | $2,596-11.3% |
| Participant deferral / active EE | $4,985 | $2,867+73.9% | $3,817+30.6% | $4,027+23.8% |
| Admin fee / account holder | $286 | $3,101-90.8% | $3,224-91.1% | $5,403-94.7% |